Wren Sterling is a nationwide independent financial planning firm that helps thousands of clients to make informed choices about their financial future.

Financial planning is much more than fixing present-day problems. It’s a long-term relationship based on trust and understanding, which guides you through life’s ups and downs

How Members benefit

  • 10% off first year fees exclusively for Bira members
  • Nationwide coverage across business and personal financial planning teams
  • Independent financial advice
 

How financial planning helped me phase my retirement

Financial Planning for Business Owners

  • Retirement Planning
  • Pensions
  • Investments
  • Financial Protection
  • Inheritance Tax & Estate Planning
  • Advanced Tax Planning

Financial Planning for businesses

  • Employee Benefits Advice
  • Workplace Pension Audit
  • Salary Exchange
  • Business Protection (Keyperson Cover, Shareholder Protection, Loan Protection, Relevant Life Policy)
  • Workplace Wellbeing

How to get started

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Why speak to Wren Sterling about your personal and business financial planning?

 

We exist to help our clients lead better lives. With the freedom that comes with knowing your finances are on track, you can focus on friends, family and enjoy life to the fullest.

1.      Ask the Experts

Clients who opt for our ongoing advice service have direct regular contact with their Financial Planner. Let them know if you have any questions, or if your circumstances change and your plans can be adjusted.

2.      Look at the whole picture

Our financial planning services involves much more than simply recommending investments. We look holistically at your whole situation and may utilise cashflow planning tools to show you how your financial life could play out. We plan your finances to achieve your long-term goals, incorporating tax planning, protection and offer an ongoing advice service to review your plans (normally on an annual basis) to ensure you’re on the track.

3.      Save time

Many of our clients come to us because they don’t have the time or expert knowledge to manage their financial affairs. This allows you to concentrate on what you do best, and spend valuable time with friends and family.

4.      Unbiased Independent Financial Advice

Our independence allows us to recommend products from across the market, giving you the greatest choice, and comfort that you’re being recommended the optimum solution.

 

Key statistics (Correct at June 2025)

  • 16,000+ Clients
  • £11bn Assets Managed
  • 125+ Financial Planners
  • 98% Client Retention
  • 4.6/5 on Feefo from over 200 reviews
“I just wanted to say Rob Hadfield from Wren Sterling has been supporting me with some financial advice, navigating me through pensions and childcare payments and he has been brilliant! He was very helpful, made things really easy to understand and would definitely call on his advice again! I got Rob’s details from the email shared by Wagamama as a recommendation, so just wanted to say thanks!” 
Erin Peyman, Head of Estates and Acquisitions, Wagamama

Expertise to optimise your business

The workforce is changing. Your employees have vastly different goals emerging between generations from those planning for imminent retirement to millennials struggling with university debt and scaling the housing ladder. Business financial planning can help.

Our Workplace services are designed to help you enhance your business. With our business financial advisers we help you build better strategies to reward, develop and retain your people.

We’ve collated our services under the banner of Workplace. That’s because every service we provide our Corporate clients is designed with the needs of the workplace in mind, whether that’s creating an Employee Benefits strategy, or supporting your people’s Workplace Wellbeing.

Employee Benefits Advice

We can review and help you enhance your benefits, ensuring your people truly value the rewards you provide – such as your workplace pension, group risk policies, salary exchange, ultimately saving you and your people cash. As your business financial adviser, we can support you with:

Retirement advice for employees – Wren Sterling’s Retirement Desk

A benefit we’re giving to all our Workplace clients is access to a named Financial Planner from our Private Client team. This means any employees who are five years away from retirement can have a free 30-minute appointment with an expert to discuss their plans, ambitions and concerns.

If they decide to engage Wren Sterling after that to help further in their retirement planning, they will go on to become a client of ours.

Workplace wellbeing

When employees are mentally well, physically able and financially confident, they can be more focused, motivated, and productive. This increased employee productivity can result in better outcomes for your business.

There are other benefits to staff welfare, such as reduced absenteeism due to stress or anxiety, or better employee retention following a business merger or acquisition as employees feel supported in their current roles.

Our Workplace Wellbeing advice can help you find and put in place the most appropriate products and services on the market, as well as running educational sessions so that your employees can understand and value their workplace benefits., alongside other services as part of your wider employee benefit strategy.

New Tax Year Tips

Salary Exchange Client Interview - Box Factory

Keeping up to date

Wren Sterling runs a monthly newsletter, which Bira members can opt in to receive.

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About Wren Sterling

We’re nationwide

Our experts are based throughout the UK. Many are Chartered Financial Planners, while others specialise in later life care and complex pension arrangements. Whatever your financial planning needs, Wren Sterling offers the industry knowledge and attention to detail needed to meet them.

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